LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$732K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$165K
3
+$132K
4
IAU icon
iShares Gold Trust
IAU
+$128K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$79.1K

Top Sells

1
+$540K
2
+$464K
3
+$453K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$375K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$121K

Sector Composition

1 Real Estate 1.44%
2 Consumer Staples 1.1%
3 Technology 0.92%
4 Materials 0.53%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$25K 0.01%
230
102
$25K 0.01%
209
103
$25K 0.01%
324
+20
104
$25K 0.01%
723
105
$25K 0.01%
167
106
$24K 0.01%
543
107
$23K 0.01%
117
108
$23K 0.01%
277
109
$22K 0.01%
233
110
$22K 0.01%
1,010
111
$21K 0.01%
400
112
$20K 0.01%
300
113
$19K 0.01%
1,600
114
$19K 0.01%
334
115
$19K 0.01%
1,150
116
$18K 0.01%
2,000
117
$17K 0.01%
1,310
118
$17K 0.01%
80
119
$17K 0.01%
750
120
$17K 0.01%
270
121
$16K 0.01%
177
122
$16K 0.01%
98
123
$16K 0.01%
850
124
$16K 0.01%
384
125
$16K 0.01%
821
3 4
5
6 7